How big is Retirement Planning Specialists, Inc.'s plan?

Retirement Planning Specialists, Inc.'s plan reported $407K in assets and 7 participants for 2024.

Original filing (PDF)20250925073835NAL0009500656001

Retirement Planning Specialists, Inc.

Name: Retirement Planning Specialists, Inc. — Retirement, Form 5500 (2024)
Creator: Retirement Planning Specialists, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Planning Specialists, Inc. 401(k) Plan

401(k) retirement plan · Retirement Planning Specialists, Inc.'s Retirement Planning Specialists, Inc. 401(k) Plan held $407K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

Plan identifiers

Retirement Planning Specialists, Inc.'s EIN is 23-2972950.

EIN 23-2972950

Plan number 001

Plan year 2024

ACK ID 20250925073835NAL0009500656001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Retirement Planning Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Planning Specialists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETIREMENT PLANNING SPECIALISTS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score